# APEX FINANCIAL ADVISORS, INC

APEX FINANCIAL ADVISORS, INC of YARDLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 155210
- Type: SEC-registered investment adviser
- SEC file number: 801-71884
- Location: 85 SOUTH MAIN STREET, YARDLEY, PA, 19067
- Phone: 215-493-1900
- Latest filing: 2025-03-27
- Regulatory AUM: $505.1M
- Discretionary AUM: $499.4M
- Non-discretionary AUM: $5.7M
- Clients: 10
- Accounts: 410

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Alan Connell | CHIEF EXECUTIVE OFFICER | — |
| Joseph Russell Weidenburner | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | — |
| CONNELL ROBERT ALAN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| WEIDENBURNER JOSEPH RUSSELL | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-12-05 | regulatory | THE SEC ALLEGED THAT APEX FINANCIAL FAILED TO TIMELY DISTRIBUTE ANNUAL AUDITED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ("GAAP") TO INVESTORS IN CERTAIN PRIVATE FUNDS THAT IT ADVISED. IN ADDITION, THE SEC ALLEGED THAT APEX FINANCIAL DID NOT PROMPTLY U… | Final | $130K |


## Private funds (8)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| AFAGV LLC | Real Estate Fund | Pennsylvania | 41 | $81.7M | $100K |
| AFABJ LLC | Real Estate Fund | Pennsylvania | 50 | $53.1M | $100K |
| AFALOC LLC | Real Estate Fund | Pennsylvania | 36 | $39.9M | $100K |
| AFAMAR LLC | Real Estate Fund | Pennsylvania | 23 | $34.4M | $100K |
| AFABLU LLC | Real Estate Fund | Pennsylvania | 19 | $32.0M | $100K |
| AFAKOP LLC | Real Estate Fund | Pennsylvania | 21 | $25.7M | $100K |
| AFACOR LLC | Real Estate Fund | Pennsylvania | 14 | $23.0M | $100K |
| AFASAU LLC | Real Estate Fund | Pennsylvania | 21 | $21.0M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155210/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155210/similar
- Related entities: https://search.stillhousedata.com/firm/155210/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155210

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.